• Why Investor Relations?

    For more than 40 years, the CFA Institute has advocated for efficient capital markets that are ethical, transparent, and provide investor protections. One of the Institute’s guiding principles states: “Investors need complete, accurate, timely and transparent information from securities issuers.”

  • Why InsuranceIR?

    Insurance companies face unique challenges when communicating with investors and InsuranceIR is uniquely suited to help with industry-specific support.

    The primary purpose of this blog is to offer specific ideas on how insurance companies can achieve that objective.

    The supporting pages offer information on InsuranceIR's capabilities and how firm principal Heather J. Wietzel can help your company improve your investor communications.

  • Pages

  • Copyright 2012

Professional Development

Let me start with a quick thanks to the visitors who made this past week the busiest since I started blogging in February. I hope you found your visits worthwhile.

Looking ahead, I’m excited about two upcoming “professional development” opportunities.

This week, Jeff Morgan, president of the National Investor Relations Institute (the IR professional organization) is visiting Cincinnati. He will be speaking to our local NIRI chapter about the state of affairs in Washington, at least as it relates to investor relations. You can get a taste on his blog.

In two weeks, I’ll be attending NIRI’s National Conference, which is three full days that are all about investor relations. In general, it is a great chance to network and learn. As an added bonus, there’s an organized opportunity for IROs to gather by industry, which is extra useful for those of us working in the (unique) insurance industry!

Looking at the preliminary conference agenda, I see plenty of strategic topics, lots of “best practices” sessions, including ways to use social media, and opportunities to learn more about evolution in the capital markets.

In the next few days, I’ll be figuring out which sessions will be most valuable for me as well as my insurance industry clients. I’ll also be looking for ideas for future posts.


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